web

You’re offline. This is a read only version of the page.

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Is there a way to make...

Customer experience | Sales, Customer Insights,...

Suggested Answer

Is there a way to make activities show on the timeline of related records?

(0) Share

Report

Report

Posted on by CRM Learner 88

If we created a relationship lets say between a Lead and another record (not part of the qualification process)

Would there be a way to have any activity on the Lead show up on the related record also?

I have the same question (0)

All responses Img

All responses (2)

Answers Img

Answers (0)

CRM Learner 88 on at

Like (0)

Report

RE: Is there a way to make activities show on the timeline of related records?

Any ideas?

Was this reply helpful? Yes No
Suggested answer

Bipin D365 28,983 Moderator on at

Like (0)

Report

RE: Is there a way to make activities show on the timeline of related records?

Hello,

Yuu will need to configure Relationship behaviour "Rollup" option to cascade All

www.inogic.com/.../

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1

Tom_Gioielli 179 Super User 2025 Season 2

#2

#3

Gerardo Rentería Ga... 61 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans